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Apr 18, 2021 08:46 PM
Hello AT community,
I create a trigger to email relevant parties when a record’s date is overdue but can’t seem to find how I can make the trigger repeat daily - that is, as long as the overdue date is unchanged and remains before today, I’d like to continue receiving email notifications on a daily basis.
Your help would be greatly appreciated.
Big thanks,
Roy
2 Replies 2
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Apr 18, 2021 08:52 PM
- Add a formula field that just gives today’s date:
TODAY()
- Add a date field named
{Date Last Email Sent}
(or whatever) - Adjust the condition of your Automation to also check for
{Date Last Email Sent}
is not “today” - Add an Update Record action step to copy the value of the formula field into the
{Date Last Email Sent}
field.
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Jan 09, 2023 08:26 AM
how were you able to create a Trigger to email relevant parties when a record’s date is overdue?
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